by Jason Weibert | Jan 30, 2019 | Uncategorized
If you’re nearing retirement, you may need to consider asset allocation in a different way. Be aware that asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns. When you were younger, you may have invested in stocks and mutual funds...
by Jason Weibert | Jan 29, 2019 | Uncategorized
Choosing a retirement plan is a great step toward financial security. There are several types available, but here are the most common: 401(k)s and 403(b)s are plans offered by employers. 401(k)s are offered by for-profit companies, and 403(b)s are offered by public...
by Jason Weibert | Jan 28, 2019 | Uncategorized
Looking for ways to leave a large lump sum legacy, or annuity to Charitable Gifting, Estate Tax or for a business buy Sale Solution? One unique way is our special No Out of Pocket Cost Life Insurance program in conjunction with the Monolith Program,which allows a...
by Jason Weibert | Jan 25, 2019 | Uncategorized
We all think we know the basics about Social Security, but do we really know how different the benefits can be? The standard retirement age is between 65 and 67, depending on your birthday. Your monthly income, also called your PIA, is determined by your highest 35...
by Jason Weibert | Jan 24, 2019 | Uncategorized
Video Transcript: What are the three stages in your financial life? The first stage is preparing for life’s uncertainties. The second stage is managing your net worth and the third stage is managing retirement and your estate. The base of the pyramid is preparing for...
